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6037 Frantz Rd. Suite 104, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-10-08 |
Branch Locations
6037 Frantz Rd. Suite 104, Dublin, OH 43017 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Partners Ltd | Sarasota | FL | 01/2010 | Present |
| Capstone College Partners, Ltd. | Sarasota | FL | 01/2017 | Present |
| College Aid Pro | Sarasota | FL | 08/2017 | Present |
Joseph Messinger is a co-owner of Capstone College Partners, Ltd., a company founded in January 2017 that provides support around college-focused financial planning, including education, technology, coaching, consulting and speaker services to various financial industry organizations, as well as directly to other financial planners. This activity is investment related. Joseph Messinger spends approximately 3 hours/month on this business, 1 of which are during trading hours. Business address: private residence in Sarasota, FL Joseph Messinger is the Co-Founder and CEO of College Aid Pro, a Delaware C Corp founded in August 2017 that provides financial aid planning software for financial professionals and consumers. Joseph Messinger spends approximately 50 hours/month on this business, 30 of which are during trading hours. Business address: private residence in Sarasota, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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